Dan Bolda

Dan founded Michigan Pension & Financial in 1996 with the goal of sharing his unique combination of investment management and retirement plan expertise with business owners to help them achieve financial security at retirement.

Today, Dan handles responsibilities for delivering fiduciary services, plan design, and investment management as well as conducting individual meetings with clients and participants. Dan is authorized to practice before the IRS as an Enrolled Retirement Plan Agent (ERPA), and has attained the Qualified Plan Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). He also holds Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) certifications.

Dan obtained his B.A. degree from Michigan State University. As an avid chess player, Dan tied for 3rd place in the 2005 Michigan Open Chess Championship, behind an International Grandmaster and a former World Junior Champion.